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Ulta Beauty Community
NasdaqGS:ULTA Community
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Ulta Beauty
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Ulta Beauty
N3
n385903
Community Contributor
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
Ulta, the other company I was thinking of cutting, has a surprisingly favorable relative valuation in the beauty retail space. It has decent margins and actually is able to direct decent amounts of buybacks.
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US$427.41
FV
10.4% overvalued
intrinsic discount
4.50%
Revenue growth p.a.
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2
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4 months ago
author updated this narrative
Ulta Beauty
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Heightened Beauty Competition Will Trigger Cost Pressures And Expansion
Key Takeaways Intensifying competition and macroeconomic uncertainties could lead to slower revenue growth and potential market share loss for Ulta Beauty. Planned investments and rising inflation are expected to pressure operating margins and earnings growth.
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US$300.00
FV
57.3% overvalued
intrinsic discount
3.93%
Revenue growth p.a.
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0
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19 days ago
author updated this narrative
Ulta Beauty
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Launching Beyoncé's Hair Care And Enhancing Digital Capabilities Will Deepen Guest Engagement In Future
Key Takeaways Expanding brand offerings and digital enhancements are key to driving growth through increased customer engagement and revenue. Cost optimization and operational efficiencies aim to boost margins and long-term profitability.
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US$411.39
FV
14.7% overvalued
intrinsic discount
4.39%
Revenue growth p.a.
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0
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5 days ago
author updated this narrative
Your Valuation for
ULTA
ULTA
Ulta Beauty
Your Fair Value
US$
Current Price
US$471.94
12.8% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
14b
2015
2018
2021
2024
2025
2027
2030
Revenue US$14.2b
Earnings US$1.5b
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